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Planhat's Lifecycle Phases

Learn how to how customize your customer lifecycle phases in Planhat

Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

The "Phase" field is a system field in Planhat that you can use to keep track of your customers lifecycle. The field is customizable which means you can add new phases and edit existing phases πŸ˜„.


How to Add and Edit Phases

  1. Go to Field Settings: Hover over your avatar in the bottom left corner of Planhat and click on "Fields", or right-click on the field heading from a data table, and press "manage field".
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  2. Edit a Phase: click on an exist Phase list value, make your changes and then hit enter. πŸ“Œ You can also delete a phase, and choose whether to reassign companies to a different phase, or keep the previous value as "deprecated" - meaning it can't be selected for other companies.
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  3. Add a new Phase: click next to the phases in the bottom of the field setting, type out the new phase, and hit enter.


How to View Your Phases in a Pipeline

  1. Click on the "Data" module and go to "Companies"
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  2. On the right side of the search bar there's two options:
    2.1 Table View: this displays your selected columns in a tabular format
    2.2 Board View: this is the Phase pipeline view

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